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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,844 | $62,672-38.0% | $185,117-79.0% | $70,126-44.6% |
| Participation rate | 21.4% | 63.8%-42.3pp | 77.3%-55.8pp | 69.5%-48.1pp |
| Annual return | 22.18% | 40.79%-18.6pp | 40.50%-18.3pp | 73.15%-51.0pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,072 | $3,272-67.2% | $5,045-78.8% | $3,332-67.8% |
| Admin fee / account holder | $4,367 | $3,932+11.1% | $8,159-46.5% | $4,645-6.0% |